Financial Advisor
Accredited Asset Management Specialist ®

I have been in the financial services industry since 2011, and have been a licensed Financial Advisor since 2013. My path to becoming a Financial Advisor came from all of the things my family learned the hard way after my dad died suddenly when I was in high school. As the primary provider for our family, we had no idea what to do or who to turn to. In doing research about what was best for my mom and our family, I started to fall in love with the financial world and all that could be possible. I knew that there were so many out there like my mother who had their hands full with their careers and family and looked to someone they could trust to help with the rest. I have spent my career seeking to get to know my clients and what they hope to accomplish so that together we can work to make their dreams more possible.

Administrative Assistant

With a background in education, I’ve built my career on a foundation of service, support, and helping others succeed. After stepping away from the classroom to focus on raising my children, I transitioned into the world of wealth management, where I now bring the same dedication, organization, and care to our clients and team. As an administrative assistant, I’m committed to creating a smooth and efficient experience for everyone we serve—helping ensure both our clients and our team can thrive.